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CAS
Coppell Advisory Solutions’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Coppell Advisory Solutions’s Portfolio
DIA Stock Details
DIA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-448
Closed
-$216K
–
87
2025
Q4
$216K
Sell
448
-14
-3%
-$6.62K
0.02%
370
2025
Q3
$214K
Sell
462
-6
-1%
-$2.7K
0.02%
376
2025
Q2
$205K
Buy
+468
New
+$194K
0.02%
354
2025
Q1
–
Sell
-454
Closed
-$193K
–
707
2024
Q4
$193K
Sell
454
-73
-14%
-$31.6K
0.03%
282
2024
Q3
$223K
Buy
527
+132
+33%
+$53.6K
0.03%
265
2024
Q2
$155K
Buy
+395
New
+$153K
0.03%
306
2023
Q4
$1.13M
Buy
3,005
+2,682
+830%
+$937K
0.23%
102
2023
Q3
$107K
Buy
323
+152
+89%
+$52.7K
0.04%
214
2023
Q2
$58.4K
Buy
+171
New
+$57.6K
0.02%
324
2023
Q1
–
Sell
-323
Closed
-$107K
–
422
2022
Q4
$107K
Buy
+323
New
+$105K
0.04%
216
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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